Equity research

  • Dril-Quip initiation | Cowen & Co.

    A 2014 report initiating coverage of DRQ with a Hold rating

  • Seismic initiation | Dahlman Rose & Co.

    A 2012 report introducing coverage of the marine seismic industry

Institutional thought leadership

  • Victory Park Capital

    The case for ABF in private credit portfolios (2025)

  • Nuveen

    The energy transition: 10 essential indicators for institutional investors (2025)

Investor letters

  • Viewpoints I | Slocum, Gordon & Co.

    A January 2022 letter to clients

  • Viewpoints II | Slocum, Gordon & Co.

    A July 2021 letter to clients